Kenneth Carter

Background

About Kenneth Carter

My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals: planning for retirement, saving for college education, or preserving wealth. Collectively, I have been in the Financial Industry with Wells Fargo Advisors and Carter Wealth Management of Wells Fargo Advisors Financial Network, LLC for almost 30 years. Currently, I hold the position of Senior Financial Advisor at Carter Wealth Management. I earned my certification as a Certified Investment Management Analyst (CIMA®) through the well-respected Wharton School of Business in Philadelphia. This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, HI, IA, KY, MA, MD, ME, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, VT, and WA Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social